ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 422 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $218,672 | -4.0% | 4,325 | -4.4% | 0.11% | -11.6% |
Q4 2023 | $227,828 | -0.0% | 4,524 | 0.0% | 0.13% | -8.5% |
Q3 2023 | $227,919 | +13.1% | 4,524 | +12.9% | 0.14% | +19.5% |
Q2 2023 | $201,602 | -18.0% | 4,008 | -18.2% | 0.12% | -20.8% |
Q1 2023 | $245,780 | +0.3% | 4,897 | 0.0% | 0.15% | +8.0% |
Q4 2022 | $245,046 | +11.4% | 4,897 | +11.2% | 0.14% | -12.1% |
Q3 2022 | $220,000 | -0.5% | 4,402 | 0.0% | 0.16% | +2.6% |
Q2 2022 | $221,000 | 0.0% | 4,402 | 0.0% | 0.15% | +15.9% |
Q1 2022 | $221,000 | -0.9% | 4,402 | 0.0% | 0.13% | -2.9% |
Q4 2021 | $223,000 | -14.2% | 4,402 | -14.4% | 0.14% | -11.7% |
Q3 2021 | $260,000 | 0.0% | 5,141 | 0.0% | 0.15% | -1.9% |
Q2 2021 | $260,000 | -14.8% | 5,141 | -14.9% | 0.16% | -16.0% |
Q1 2021 | $305,000 | +30.3% | 6,039 | +30.1% | 0.19% | +13.3% |
Q4 2020 | $234,000 | – | 4,641 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACUTE INVESTMENT ADVISORY, LLC | 840,540 | $42,346,405 | 25.44% |
Tempus Wealth Planning, LLC | 695,089 | $35,018,607 | 17.56% |
Braun-Bostich & Associates Inc. | 119,192 | $6,004,893 | 11.20% |
TFB Advisors LLC | 134,270 | $6,764,523 | 8.22% |
Capital Advantage, Inc. | 741,437 | $37,353,591 | 8.01% |
SIGNATUREFD, LLC | 5,557,959 | $280,009,950 | 7.29% |
WIN ADVISORS, INC | 266,749 | $13,438,832 | 6.58% |
Winthrop Advisory Group LLC | 745,060 | $37,536,144 | 6.16% |
Diversified Portfolios, Inc. | 635,087 | $31,995,659 | 6.04% |
Cynosure Group, LLC | 369,524 | $18,616,585 | 5.71% |